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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $30,004 |
Service code 26 · EIN 13-2638166 | Advisory (Participants) | $28,187 |
MY BENEFITS, LLC1 year Service code 13 · EIN 45-2098380 | Contract Administrator | $3,675 |
8 funds of $250K or more; 22 lines in all, holding $8.9M of the plan's $9.2M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, mutual fund, 87% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $5.6M | 63.0% |
| Vanguard Target Retirement Vanguard · Separate account Target-date, 1 vintage | $2.2M | 24.4% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $253K | 2.9% |
| Nuveen Large Cap Growth Index Fund TIAA (Nuveen) · Mutual fund Index | $201K | 2.3% |
| Multimanager Lifestyle Growth Portfolio John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $141K | 1.6% |
| Vanguard Total World Stock ETF Vanguard · ETF Index | $90K | 1.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $88K | 1.0% |
| Vanguard Balanced Index Fund Investor Shares Vanguard · Mutual fund Index | $65K | 0.7% |
| New World Fund Inc Capital Group · Mutual fund | $65K | 0.7% |
| Vanguard Small-Cap Value Index Fund Investor Shares Vanguard · Mutual fund Index | $43K | 0.5% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.